I need help with our account moving admin

I need to change the admin from Scarlett to Vanessa. I own the agency and she is no longer our operations manager. I need to be the one to control this account

Hi Scarlett,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

Regarding changing the admin of your Jotform account, the control of the account is tied to the account owner and their login credentials. If you want to transfer ownership or control of forms or account access, you typically need to transfer form ownership or update user roles within a shared workspace.

Let me show you how:

1. Go to My Forms on your Jotform account.
2. Select the forms you want to transfer ownership of.
3. Click on More Options and then choose Transfer Ownership.

Once you’ve done that, the new owner will receive a confirmation email to accept the transfer.

If you want to change the account email or username to reflect your control, you can do that in your account settings as well.

Give it a try and let us know how it goes.

Hi Scarlett_Leyva,

To my understanding, you would like to update name, username, and email of the account. You can do this from the account settings. Let me show you how:

1. Once logged in, click on Profile photo from the upper right corner of the page.
2. Click on the current name on the account.
3. Once on the account settings page, you'll be able to update all information.

Give it a try and let us know how it goes.

I don't see transfer ownership

Hi Scarlett_Leyva,

There isn't an option to transfer the ownership. You can update the account information to reflect the new owner. If you already have your account, you can move forms between the two accounts. When you transfer a form, all its submission data moves with it, and the receiving account becomes the new owner. There are a few things you need to be aware of:

• If you're using a custom URL, it’ll automatically update from https://form.jotform.com/{yourUsername}/{your-custom-url-slug} to https://form.jotform.com/{New_Owner_Username}/{your-custom-url-slug}.
• The transfer can’t be undone unless the new owner agrees to send the forms back.
• It's not possible to transfer forms to or from HIPAA-friendly accounts.

Now, let me show you how to do it:

1. On your Workspace page, click on your Avatar/Profile Image in the top-right corner of the screen.

2. In the window that opens, click on Settings.

3. Then, click on the Data tab on the left.

4. In the Transfer Form section, click on Transfer Form.

5. Next, enter the Authentication Code that is sent to your email address, and click on Verify.

6. In the window that opens, tick the box next to the name of the form you want to transfer.

7. In the New Email Owner’s Email Address field, enter the email address of the account that you want the forms to be transferred to.

8. Now, click on Transfer Form.

Keep in mind that you can only send one form transfer at a time. You can also cancel the current transfer request. Let me show you how:

1. While you are still on the Data page, click on the View Details button in the Pending Transfer section.

2. Then, click on Cancel Request.

3. Finally, click on Yes, Cancel.

Once the forms are transferred, the owner of the account receiving the forms will get an email notification. From that email, they can click on the View Transfer button, then click on Accept to complete the transfer. Check out the screencast below:

Don’t forget that the form(s) you’re transferring shouldn’t be connected to Jotform products like Jotform Apps, Jotform Store Builder, or Jotform Workflows. If they are, remove those connections first.

Reach out again if you have any other questions.